|
2001
|
LVM Capital Management
Portage,
Michigan
|
$0
|
-$889K
|
0
|
–
|
Closed
|
|
|
2002
|
Marshall & Sullivan
Seattle,
Washington
|
$0
|
-$14.4K
|
0
|
–
|
Closed
|
|
|
2003
|
Maven Securities
St Helier,
Jersey
|
$0
|
-$607K
|
0
|
–
|
Closed
|
|
|
2004
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$0
|
-$25.2K
|
0
|
–
|
Closed
|
|
|
2005
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$0
|
-$225K
|
0
|
–
|
Closed
|
|
|
2006
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$0
|
-$8.52K
|
0
|
–
|
Closed
|
|
|
2007
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$0
|
-$1K
|
0
|
–
|
Closed
|
|
|
2008
|
Mizuho Securities
Tokyo,
Japan
|
$0
|
-$209K
|
0
|
–
|
Closed
|
|
|
2009
|
My Personal CFO LLC
Vancouver,
Washington
|
$0
|
-$16.3K
|
0
|
–
|
Closed
|
|
|
2010
|
Next Level Private
Harrison,
New York
|
$0
|
-$953K
|
0
|
–
|
Closed
|
|
|
2011
|
NFC Investments
Memphis,
Tennessee
|
$0
|
-$4.02M
|
0
|
–
|
Closed
|
|
|
2012
|
Norway Savings Bank
Portland,
Maine
|
$0
|
-$31.9K
|
0
|
–
|
Closed
|
|
|
2013
|
One Wealth Advisors
San Francisco,
California
|
$0
|
-$59.4K
|
0
|
–
|
Closed
|
|
|
2014
|
Orser Capital Management
Southlake,
Texas
|
$0
|
-$2.7M
|
0
|
–
|
Closed
|
|
|
2015
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$0
|
-$111K
|
0
|
–
|
Closed
|
|
|
2016
|
Park West Asset Management
San Francisco,
California
|
$0
|
-$2.03M
|
0
|
–
|
Closed
|
|
|
2017
|
Patton Fund Management
Dallas,
Texas
|
$0
|
-$2.1M
|
0
|
–
|
Closed
|
|
|
2018
|
PAX Financial Group
San Antonio,
Texas
|
$0
|
-$309K
|
0
|
–
|
Closed
|
|
|
2019
|
Petrus Trust Company
Dallas,
Texas
|
$0
|
-$356K
|
0
|
–
|
Closed
|
|
|
2020
|
PFG Private Wealth Management
Lutz,
Florida
|
$0
|
$0
|
0
|
–
|
Closed
|
|
|
2021
|
Pier Capital
Stamford,
Connecticut
|
$0
|
-$8.48M
|
0
|
–
|
Closed
|
|
|
2022
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$0
|
-$209K
|
0
|
–
|
Closed
|
|
|
2023
|
Portolan Capital Management
Boston,
Massachusetts
|
$0
|
-$2.17M
|
0
|
–
|
Closed
|
|
|
2024
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$0
|
-$239K
|
0
|
–
|
Closed
|
|
|
2025
|
Privium Fund Management
Amsterdam,
Netherlands
|
$0
|
-$8.68M
|
0
|
–
|
Closed
|
|